Project Tools
Add Project
Click Add Project to create a new project. When adding a new project, several of the fields are auto-populated. As a best practice, it is recommended to review and adjust the project properties during project creation.
Specifically, the following fields should be updated for each project, prior to beginning a layout or truss designs:
Name
Design Code
Region
Copy Project
Use Copy Project to copy the selected project, creating a new project within your organization. All project information will be copied over to the newly created project, including all of its Components, Properties, and Settings.
Delete Project
Click Delete Project to delete the selected project and project data. Deleted projects are removed from your organization's project list. The following confirmation dialog appears when deleting a project:
Collapse All
Use Collapse All to "tidy up" your project list view and only display the Project's created date and name.
Click > to the left of the project name to expand and view all project components. Then use Collapse All to collapse the components list and only view the project list.
Create Estimate
You can use Create Estimate to quickly create a CSV or PDF using existing or custom pricing for materials. Lumber, plate, and hanger pricing is defined in the Pricing app. However you are able to provide pricing for lumber and hangers that are not defined and come through with a price of $0.00.
You are also able to manually add Other Billable Materials and Additional Estimate Info to account for additional billable goods and services.
Create Estimate is also available from Paragon Design. See for more information.
Project Files
Project Files serve as a repository for project estimate .pdf and .csv files. You are able to select and download one or more files from the Project Files list.
Last updated